Estimated Net Worth
  • estimated net worth
    $1.3 M - $3.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/02/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
GE Healthcare Technologies, Inc.
Chicago, Illinois
Senior Counsel, Global Investigations and Fraud and Abuse Prevention
Present
2
Chicago Police Board
Chicago, Illinois
Hearing Officer
Present
3
Ubiety Technologies, Inc.
Morton Grove, Illinois
General Counsel
5/2022
4
Ubiety Technologies, Inc.
Morton Grove, Illinois
Outside General Counsel
10/2022
5
Wesley Child Care Center
Glenview, Illinois
Board of Directors
Present
6
Glenview, Illinois
Trustee
Present
7
GE Corporation
Chicago, Illinois
Senior Counsel, Global Investigations and Fraud and Abuse Prevention
1/2023

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
GE HealthCare Technologies, Inc., Long-Term Incentive Plan
1.1
GEHC unvested restricted stock units
$15,001 - $50,000
None (or less than $201)
2
GE HealthCare Technologies, Inc.
Salary
$285,000
3
Chicago Police Board
Salary
$10,018
4
Ubiety Technologies, Inc. Common Stock (Security Technology)
$1,001 - $15,000
None (or less than $201)
5
Traditional IRA
5.1
Vanguard Target Retirement 2035 Investor CL
$50,001 - $100,000
None (or less than $201)
6
SEP IRA
6.1
Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX)
$1,001 - $15,000
None (or less than $201)
7
Roth IRA

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
GE HealthCare Technologies, Inc.
Chicago, Illinois
RSU was granted on 2/1/2023, and will vest over a 3- year period with a 2-year cliff date. If I leave GEHC prior to 2/1/2025, the RSU will terminate automatically.
2/2023
2
GE HealthCare
Chicago, Illinois
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
10/2022
3
GE HealthCare Technologies, Inc.
Chicago, Illinois
Pursuant to the One GE HealthCare Annual Bonus Plan, I will receive any 2023 bonus to which I may be entitled only if I am still an employee of GE Healthcare Technologies, Inc. when such bonuses are paid, which is estimated to be by March 15, 2024. I will not receive any bonus unless I am employed on the date bonuses are paid.
1/2023

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
GE Healthcare Technologies, Inc.
Chicago, Illinois
Services as Senior Counsel, Global Investigations and Fraud and Abuse Prevention
2
Chicago Police Board
Chicago, Illinois
Services as Hearing Officer
3
Ubiety Technologies, Inc.
Morton Grove, Illinois
Services as General Counsel
4
Ubiety Technologies, Inc.
Morton Grove, Illinois
Services as Outside General Counsel
5
GE Corporation
Chicago, Illinois
Services as Senior Counsel, Global Investigations and Fraud and Abuse Prevention

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Zurich American Insurance Company (insurer)
salary, bonus
2
Roth IRA
2.1
Vanguard Total Stock Market Index Fund (VTSAX)
$100,001 - $250,000
None (or less than $201)
3
Zurich American Insurance Company 401(k)
3.1
Vanguard Institutional Total Stock Market Index Trust
$250,001 - $500,000
None (or less than $201)
3.2
Vanguard Institutional Total International Stock Market Index Trust
$50,001 - $100,000
None (or less than $201)
3.3
Vanguard Institutional Total Bond Market Index Trust
$50,001 - $100,000
None (or less than $201)
4
Zurich American Insurance Company, defined benefit plan
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account (cash) #1
$100,001 - $250,000
Interest
$5,001 - $15,000
2
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$15,001 - $50,000
None (or less than $201)
3
Via Benefits health savings account
3.1
Vanguard Total Stock Market Index Fund Institutional Class Shares (VITSX)
$15,001 - $50,000
None (or less than $201)
4
Bright Start Illinois 529 Child 1
4.1
Vanguard Total Stock Market Index Fund 529 (VSMPX)
$250,001 - $500,000
None (or less than $201)
4.2
Vanguard Total Bond Market Index 529 (VBMPX)
$15,001 - $50,000
None (or less than $201)
5
Bright Start Illinois 529 Child #2
5.1
Vanguard Total Stock Market Index Fund 529 (VSMPX)
$50,001 - $100,000
None (or less than $201)
5.2
Vanguard Total Bond Market Index 529 (VBMPX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
GE HealthCare spun off from the larger GE Corporation in January 2023. Thus, technically my employment from October - December 2022 was with GE Corporate, and from January - Present is with GE HealthCare. There has been no practical effect on my employment status, however.
1
3
Ubiety, a small startup, changed names and addresses during my time there. The overarching corporate entity remained the same.
1
6
Revocable trust established for the benefit of the filer.
2
2
This includes salary from GE Corporation.

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